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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556,231 | $149,741+271.5% | $118,914+367.8% | $158,982+249.9% |
| Participation rate | 83.3% | 82.1%+1.2pp | 75.4%+7.9pp | 82.0%+1.4pp |
| Annual return | 5.18% | 19.94%-14.8pp | 35.89%-30.7pp | 302.99%-297.8pp |
| Employer contribution / active EE | $9,466 | $4,119+129.8% | $3,264+190.0% | $4,763+98.8% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $52,995 | $8,607+515.7% | $6,582+705.1% | $11,252+371.0% |